Credit Card Authorization Forms

We will share details about the downloadable QuickBooks authorization form and the process of storing credit card information within QuickBooks Desktop (QBDT), @awolney.

The authorization form acts as a record of the agreement with your customer, permitting you to retain credit card information in your QBDT company file for future transactions. Additionally, you have the option to download the authorization form from Intuit or use your company's own version of the authorization document.

Moreover, here's an article to assist you in handling bank transactions and know more about QuickBooks Payment Card Industry Data Security Standard:

• Add and match Bank Feed transactions in QuickBooks Desktop
• Learn about QuickBooks PCI Compliance

Our dedicated team will be around if you need a helping hand in managing customer transactions or information inside the program. We encourage you to post here again so we can respond as soon as possible. Keep safe.

Ok but do we have to use the Quickbooks provided authorization forms or can we use our own version of a similar authorization form?

Thanks for joining us again here, awolney.

Yes, you can create your own version of a similar authorization form, provided it includes all the necessary information that allows you to retain and use your customers' credit card information. Doing so will help protect both your interests and those of your clients.

I'll just leave this article for more information on processing credit cards in the Merchant Service Center: Process payments in the Merchant Service Center.

Please feel free to return to this thread if you have any more questions about accepting payments in QuickBooks. I'll get right back to answer them for you as soon as I can. Take care, awolney.